Who are we? We are a California corporation, CalRima Retirement Services & Insurance Solutions, Inc DBA CalRima Financial & Insurance Agency, “CalRima”. Our main website.
At CalRima – we identify, isolate and help eliminate financial issues that could impact your future. By addressing these issues you’ll have peace of mind regarding your financial future.
As a fee based Adviser, we can render second opinions to confirm what you are doing is appropriate for you or simply expose red-flags or issues that you need to address with your Adviser.
When your Adviser took the time to review exactly what recommendations were made and how they will protect your future – how was that process for you? It might not be that important as you can always scale back later in life or return to the workforce.
When your Advisor reviewed your thirty year financial plan with you and discussed your concerns were addressed by the plan, how was that meeting for you?
Our initial consultation is complementary – Would a second opinion ever be a waste of your time?
Here are some of the areas we discuss during our complementary consultation…
- LEARN: Are double digit interest rates possible without stock market risk?
- ANNUITIES: The good, the bad and the ugly.
- LEARN: Ways to pay for long-term care or terminal illness while protecting your retirement assets.
- CAN YOU: Lower or eliminate taxes on Social Security?
- LEARN: If you can live tax free on your retirement monies.
- RETIREMENT: Maximizing retirement income while minimizing or eliminating risk to your assets.
Pick up the phone and call us toll-free 866-589-9366 to schedule your complementary appointment.